Paraplanner

Artemis Clarke Ltd; Marlow; Hybrid; GBP 40,000 - 58,000; Full time

Job summary

Artemis Clarke Ltd in Marlow is seeking a talented Paraplanner to join our client’s team, working hybrid from the Marlow office. The role involves researching and preparing technical reports for Advisers, and producing full financial plans with cashflow and tax planning.

You will attend client meetings where appropriate, prepare lifetime cashflow models, and draft compliant suitability letters, contributing to bespoke advice for HNW clients.

Qualifications

• Experience in complex IHT and Estate Planning
• Familiarity with VCT, EIS and BR products
• Pension/retirement planning
• Structured products and Trusts

Responsibilities

• Conducting extensive research and providing Advisers with technical assessments and reports
• Conducting in-depth meeting preparation, attending client meetings where appropriate and producing follow-up reports
• Producing technical and compliant suitability letters
• Preparing lifetime cashflow models, reviewing clients' goals and potential outcomes
• Producing full financial plans including contingency planning and tax planning

Job description

Our client is looking for a talented Paraplanner to join their team, working hybrid from their Marlow office. Our client is an award-winning Chartered Financial Planning firm providing bespoke advice to HNW clients.

Key Responsibilities

• Conducting extensive research and providing Advisers with technical assessments and reports
• Conducting in-depth meeting preparation, attending client meetings where appropriate and producing follow-up reports
• Producing technical and compliant suitability letters
• Preparing lifetime cashflow models, reviewing clients' goals and potential outcomes
• Producing full financial plans including contingency planning and tax planning

Experience

• Complex IHT and Estate Planning
• VCT, EIS and BR Products
• Pension/retirement planning
• Structured products and Trusts